Dark
Light
System
Security
ISHARES U.S. UTILITIES ETF
ISHARES U.S. UTILITIES ETF. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 137 Institutional holders with a total value of $268,856,811.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 SYNOVUS FINANCIAL CORP 660 85,000 0.03%
102 RISK PARADIGM GROUP, LLC 655 84,115 0.03%
103 WFG Advisors, LP 616 79,000 0.03%
104 IHT WEALTH MANAGEMENT, LLC 520 78,000 0.03%
105 Focused Wealth Management, Inc 512 66,000 0.02%
106 CWM, LLC 508 65,000 0.02%
107 Brick & Kyle, Associates 500 64,000 0.02%
108 NEXT Financial Group, Inc 468 60,000 0.02%
109 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 420 54,000 0.02%
110 WESTSIDE INVESTMENT MANAGEMENT, INC. 388 50,125 0.02%
111 NEW CAPITAL MANAGEMENT LP 370 47,000 0.02%
112 MOSAIC FAMILY WEALTH, LLC 358 46,000 0.02%
113 MANUFACTURERS LIFE INSURANCE COMPANY, THE 315 40,000 0.01%
114 YORKBRIDGE WEALTH PARTNERS, LLC 300 39,000 0.01%
115 ULLMANN WEALTH PARTNERS GROUP, LLC 278 35,000 0.01%
116 MCF Advisors LLC 244 31,000 0.01%
117 Crestwood Advisors Group, LLC 200 26,000 0.01%
118 Nelson Capital Management, LLC 200 26,000 0.01%
119 Parkside Financial Bank & Trust 206 26,000 0.01%
120 Alexandria Capital, LLC 178 23,000 0.01%
121 SARGENT BICKHAM LAGUDIS LLC 173 22,000 0.01%
122 SUTTON WEALTH ADVISORS INC. 144 18,492 0.01%
123 Winslow, Evans & Crocker, Inc. 140 17,980 0.01%
124 RPG FAMILY WEALTH ADVISORY, LLC 114 14,639 0.01%
125 Endurance Wealth Management, Inc. 110 14,000 0.01%
126 FUSION FAMILY WEALTH, LLC 100 13,000 0.00% SH
127 GLOBAL RETIREMENT PARTNERS, LLC 92 12,000 0.00%
128 ASSETMARK, INC 82 11,000 0.00%
129 Gradient Investments LLC 50 6,000 0.00%
130 Tortoise Investment Management, LLC 48 6,000 0.00%
131 Chicago Partners Investment Group LLC 50 6,000 0.00%
132 Carroll Financial Associates, Inc. 25 3,000 0.00%
133 VERSANT CAPITAL MANAGEMENT, INC 10 1,000 0.00%
134 CUTLER GROUP LLC / CA 600 0 0.00% Call
135 Advisory Services Network, LLC 3 0 0.00%
136 Parallax Volatility Advisers, L.P. 1 0 0.00%
137 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 4 0 0.00%
Page 3 of 3

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.